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Chevron

3,260 hedge funds and large institutions have $205B invested in Chevron in 2023 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 1,477 increasing their positions, 1,261 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,260
Holders Change
+11
Holders Change %
+0.34%
% of All Funds
51.41%
Holding in Top 10
196
Holding in Top 10 Change
-65
Holding in Top 10 Change %
-24.9%
% of All Funds
3.09%
New
162
Increased
1,477
Reduced
1,261
Closed
120
Calls
$3.66B
Puts
$3.2B
Net Calls
+$458M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Shares
Change %
WQ
2051
Wealth Quarterback
New Jersey
$967K -$1.26K -8 -0.1%
DOA
2052
D'Orazio & Associates
Virginia
$966K +$109K +691 +13%
CG
2053
Corundum Group
Colorado
$966K -$691K -4,394 -42%
AWS
2054
Aspen Wealth Strategies
Colorado
$965K +$638K +4,056 +196%
TNB
2055
Thomasville National Bank
Georgia
$962K +$51.3K +326 +6%
EWA
2056
Encompass Wealth Advisors
Oregon
$961K -$2.05K -13 -0.2%
HVM
2057
Harvest Volatility Management
Connecticut
$961K +$12.3K +78 +1%
NRI
2058
NFP Retirement Inc
California
$960K +$31.5K +200 +3%
CHA
2059
Cooper/Haims Advisors
New York
$960K -$18.4K -117 -2%
KP
2060
Keel Point
Alabama
$959K +$13.5K +86 +1%
FC
2061
Forte Capital
New York
$957K -$23.4K -149 -2%
EFG
2062
Everhart Financial Group
Ohio
$956K -$26.6K -169 -3%
AWM
2063
Aberdeen Wealth Management
Illinois
$951K -$1.57K -10 -0.2%
EFL
2064
ERn Financial LLC
Wisconsin
$950K +$93.3K +593 +11%
VBFG
2065
Vishria Bird Financial Group
Tennessee
$950K
AIS
2066
AM Investment Strategies
Tennessee
$950K +$111K +708 +13%
SFSG
2067
Sound Financial Strategies Group
Mississippi
$950K +$950K +6,035 New
RIM
2068
RW Investment Management
Idaho
$949K -$52.4K -333 -5%
FWTB
2069
First Western Trust Bank
Colorado
$949K -$295K -1,877 -24%
NAS
2070
Nicolet Advisory Services
Wisconsin
$948K -$60.4K -395 -6%
WCG
2071
Weaver Consulting Group
California
$946K +$5.35K +34 +0.6%
DC
2072
Defender Capital
North Carolina
$944K -$156K -995 -14%
EIM
2073
Essex Investment Management
Massachusetts
$942K
SGCA
2074
Steel Grove Capital Advisors
Tennessee
$942K +$380K +2,413 +67%
FNBOSM
2075
First National Bank of South Miami
Florida
$941K -$62.2K -395 -6%